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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,274 | $99,921-32.7% | $85,009-20.9% | $145,959-53.9% |
| Participation rate | 14.3% | 74.1%-59.8pp | 67.5%-53.2pp | 80.3%-66.0pp |
| Annual return | 10.88% | 83.89%-73.0pp | 66.47%-55.6pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,510 | $3,233-53.3% | $2,728-44.7% | $4,661-67.6% |
| Participant deferral / active EE | $1,887 | $5,293-64.3% | $4,522-58.3% | $6,689-71.8% |
| Admin fee / account holder | $250 | $7,252-96.6% | $6,153-95.9% | $13,398-98.1% |